Corient Private Wealth’s American Financial Group AFG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$3.43M Sell
27,151
-454
-2% -$57.3K ﹤0.01% 885
2025
Q1
$3.63M Sell
27,605
-1,151
-4% -$151K 0.01% 779
2024
Q4
$3.94M Sell
28,756
-64
-0.2% -$8.76K 0.01% 769
2024
Q3
$3.88M Sell
28,820
-250
-0.9% -$33.7K 0.01% 810
2024
Q2
$3.58M Buy
29,070
+777
+3% +$95.6K 0.01% 805
2024
Q1
$3.86M Buy
28,293
+2,464
+10% +$336K 0.01% 780
2023
Q4
$3.07M Sell
25,829
-344
-1% -$40.9K 0.01% 841
2023
Q3
$2.92M Buy
26,173
+500
+2% +$55.8K 0.01% 783
2023
Q2
$3.05M Sell
25,673
-193
-0.7% -$22.9K 0.01% 768
2023
Q1
$3.14M Sell
25,866
-1,129
-4% -$137K 0.01% 710
2022
Q4
$3.71M Buy
+26,995
New +$3.71M 0.01% 563